Client Login

Thought Leadership

Market Brief – Market Physics

Published on August 27, 2021

The world works by adhering to simple laws and principles that are universal, with one of those laws being Gravity. Gravity is interesting as it is both a law as well as a theory. Isaac Newton created the Law of Gravity in 1687 and Albert Einstein published his theory on general relativity in 1915.

Learn More

Market Brief – Summer Swoon

Published on July 27, 2021

As markets continue to rise there is still a sense of foreboding that we are just waiting for the bottom to drop out. Sell and May and go away? Or keep calm and carry on? Some believe this market is like the story of Icarus who flew too high, and consequently crashed and drowns.

Learn More

Market Brief – Icarus vs. Nike: The Battle of the Greek Myths

Published on June 1, 2021

As markets continue to rise there is still a sense of foreboding that we are just waiting for the bottom to drop out. Sell and May and go away? Or keep calm and carry on? Some believe this market is like the story of Icarus who flew too high, and consequently crashed and drowns.

Learn More

Market Brief – Alice in Cryptoland

Published on May 1, 2021

Patience is a virtue most of us struggle with daily. Sitting in traffic, getting in the slow checkout line at the grocery store, or even waiting for a slow website to load can now frustrate us beyond belief. Our world is moving faster on so many levels that it’s difficult to fight our expectations for instant gratification. This desire for instant gratification has trickled into the investment world recently.

Learn More

Market Brief – Spring Market Revival

Published on April 1, 2021

How does a bull market die? Conventional wisdom says that it is not by old age, its policy error. Killing off a bull market is harder than one may think. Market history says an average bull market lasts anywhere from four to eleven years, and those with strong first year gains have been longer bull market eras.

Learn More

Market Brief – March Rate Madness

Published on March 1, 2021

March has always been a month of transition; in like a Lion, out like a Lamb. This rings true for both the weather and the markets. This year the markets are centering in on interest rates and the yield curve as the main catalyst for continued equity market gains or a signal to flip from Risk-On to Risk-Off.

Learn More

Market Brief – Groundhog Day

Published on February 1, 2021

Maybe it is the grey weather and February doldrums, but it is difficult to shake the feeling of impending doom these days. Waking up in the morning can feel like Groundhog Day: check the Covid stats, read about whatever terrible political issue is happening, and look at the markets; is today going to be manic or depressed?

Learn More
Top